Wealthmanagement.com talks with our Board Vice Chair Meghan Peachey
In an industry often focused on markets, assets, and returns, it’s inspiring to find a story that shifts the conversation from what we invest in, to who we invest in. The latest piece from WealthManagement.com—“Invest in Others Is Inspiring a Culture of Philanthropy in Wealth Management” with our Board Vice Chair Meghan Peachey, shines a spotlight on exactly that.
Wealth management and financial advisor professionals are uniquely positioned to not only help clients manage financial capital, but also to influence social capital and purpose. We’re doing just that by enabling advisors to anchor philanthropic efforts within their practices. As Peachey, our Vice Chair, explains, we support charitable work through our Grant Program, helping professionals “give back” in meaningful, scalable ways.
That dual focus, asset growth and purpose, resonates deeply in today’s world where clients increasingly expect more than returns; they expect impact!
Some Great Takeaways
- The wealth-management sector is evolving in how it defines its role, not just stewarding client wealth, but stewarding values and community outcomes.
- Millennials and Gen Z clients increasingly care about alignment of values, ethical investing, and socially conscious advisors.
- As regulation, reporting, and transparency around ESG and philanthropy increase, advisors who build philanthropy into their model are getting ahead of the curve.
How you can apply it
Whether you’re an advisor, a firm leader, or a wealth-management professional:
- Scan your values – What causes genuinely move you and your clients? A philanthropic program needs authenticity.
- Embed giving in the process – Rather than an after-thought, make philanthropy part of your client-journey conversation and firm culture.
- Share stories of impact – Clients resonate with narrative. Show them how their involvement (via you) is making a difference.
